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Integration

Lunch Money

Personal budgeting: transactions, categories, budgets, assets and recurring items. Your client pastes their Lunch Money key once, and your agent or your code works with their access.

Banking and investing

About Lunch Money

Lunch Money is a personal budgeting app.

Once your client connects Lunch Money, your agent can work with transactions, categories, budgets, assets and recurring items.

Lunch Money

Lunch Money · Banking and investing

API key

Personal budgeting: transactions, categories, budgets, assets and recurring items

The client pastes their access token from Lunch Money's settings. We store it encrypted.

Tested against Lunch Money's live API.

Building with Lunch Money? The docs have setup steps and code for every tool.

Open the Lunch Money docs

Tools

Your agent calls any endpoint of Lunch Money's API with the request tool, with the client's access attached.

Base URL for request

https://dev.lunchmoney.app/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/lunch-money/{path}

    Any endpoint of Lunch Money's own API, with the client's access attached.

    servicestringrequired
    This service: lunch-money
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://dev.lunchmoney.app/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Lunch Money key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.